Avant Financial Advisors’s PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI Stock Holding History

Avant Financial Advisors’s Portfolio MUNI Stock Details MUNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.04M	Buy	133,893 +5,928	+5%	+$310K	4.39%	5
2026 Q1	$6.68M	Buy	127,965 +6,235	+5%	+$329K	4.7%	5
2025 Q4	$6.38M	Buy	121,730 +18,466	+18%	+$969K	4.59%	5
2025 Q3	$5.4M	Buy	103,264 +62,833	+155%	+$3.24M	4.07%	5
2025 Q2	$2.08M	Sell	40,431 -14,012	-26%	-$715K	1.71%	20
2025 Q1	$2.81M	Sell	54,443 -5,090	-9%	-$264K	2.55%	14
2024 Q4	$3.08M	Buy	+59,533	New	+$3.11M	2.83%	11

Other funds holding MUNI

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return